Mergers and Acquisitions

387 topics in this forum

1. M&A-Asset Sale-Use of Seller's 401k Plan Deferral Elections??

   By ERISAGal, Monday at 07:37 PM
   • 5 replies
   • 96 views
   • 
   • Peter Gulia
   • Tuesday at 02:31 PM

2. Asset Sale-Sellers Plan Terminating with Participant Loans

   By ERISAGal, May 17
   • 8 replies
   • 221 views
   • 
   • Luke Bailey
   • May 21

3. 401(k) Plan as a Party to Sale Agreement?

   By kmhaab, March 23
   • 4 replies
   • 308 views
   • 
   • EBECatty
   • April 5

4. Partial Acquisition of Company - Merge?

   By khn, February 14
   • 1 reply
   • 248 views
   • 
   • MoJo
   • February 14

5. TPA bankers? We are looking to work with a banker who focuses on TPA M&A as we are interested to buy. Who should we talk to?

   By John P, February 2
   • 0 replies
   • 131 views
   • 
   • John P
   • February 2

6. When is ownership determined for coverage testing?

   By Catch22PGM, January 4   

   • stock sale
   • 2 replies
   • 168 views
   • 
   • Catch22PGM
   • January 6

7. Freezing a DC Plan Following Stock Purchase

   By Towanda, December 22, 2021
   • 2 replies
   • 205 views
   • 
   • Luke Bailey
   • December 22, 2021

8. Unfamiliar Territory - the merger of 3 companies into one - each with a plan

   By HarleyBabe, December 22, 2021
   • 4 replies
   • 159 views
   • 
   • Luke Bailey
   • December 22, 2021

9. asset sale, 401k overlooked

   By WCC, December 2, 2021
   • 7 replies
   • 402 views
   • 
   • Nate S
   • December 7, 2021

10. 100% vesting for a reduction in force (not a partial term.)

    By Guest Iwonder, September 15, 2011
    • 4 replies
    • 1.9k views
    • 
    • 401 Chaos
    • October 29, 2021

11. One Company that wants to merge two 401(k) plans

    By Dougsbpc, September 16, 2021
    • 3 replies
    • 256 views
    • 
    • Bill Presson
    • October 7, 2021

12. HCE after merger

    By Nancy D, December 17, 2018
    • 5 replies
    • 3.2k views
    • 
    • Suzanne85
    • July 9, 2021

13. Company sold to an Investment Group - effect on 401k Plan

    By Pammie57, April 30, 2021
    • 5 replies
    • 305 views
    • 
    • EBECatty
    • May 3, 2021

14. Related Employer Question

    By khn, January 11, 2021
    • 1 reply
    • 552 views
    • 
    • EBECatty
    • January 12, 2021

15. Vesting After Plan Merger

    By Catch22PGM, November 17, 2020   

    • mergers
    • vesting
    • 3 replies
    • 664 views
    • 
    • FORMER ESQ.
    • December 20, 2020

16. How do you value a TPA to acquire it? I'm assuming its based on recent comparable EV/EBITDA, but I can't this data.

    By John P, September 22, 2020   

    • m&a
    • merger
    • (and 4 more)

      Tagged with:

      • m&a
      • merger
      • acquisition
      • tpa
      • price
      • ebitda
    • 1 reply
    • 637 views
    • 
    • david rigby
    • September 22, 2020

17. splitting pre-tax and Roth in a merger

    By gregburst, April 24, 2020
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 28, 2020

18. Stock Acquisition - Aligning HCE Definition

    By Catch22PGM, March 19, 2020
    • 4 replies
    • 1.4k views
    • 
    • Catch22PGM
    • March 25, 2020

19. Severance From Employment?

    By BTG, January 25, 2020
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 28, 2020

20. Asset sale within a current plan

    By cpc0506, December 9, 2019
    • 1 reply
    • 810 views
    • 
    • Kevin C
    • December 9, 2019

21. Plan termination wind-up activities post stock merger

    By kmhaab, September 20, 2019
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • September 24, 2019

22. Controlled group becomes unrelated mid year

    By mattmc82, September 6, 2019
    • 3 replies
    • 741 views
    • 
    • Mike Preston
    • September 11, 2019

23. Form 5310

    By JustnERPA, August 23, 2019
    • 1 reply
    • 467 views
    • 
    • Luke Bailey
    • August 26, 2019

24. A buys 80% of B - what happens to 401(k) plans?

    By M Norton, August 16, 2019
    • 5 replies
    • 480 views
    • 
    • Bill Presson
    • August 20, 2019

25. transition rule

    By Scuba 401, July 22, 2019
    • 6 replies
    • 1.1k views
    • 
    • ugueth
    • July 26, 2019